HD Vest
West Hills, CA
Contact Information
| Company: |
HD Vest |
| Contact: |
Danny L Rowe |
| Address: |
23339 Keswick St |
| City: |
West Hills |
| State: |
CA |
| Zip: |
91304 |
| Phone: |
818-224-6512 |
| Fax: |
806-398-1062 |
| Email: |
RoweD@hdvest.net |
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About My Practice
I help Federal, Postal, and Veterans of the Armed Services prepare for retirement with class and dignity by showing one how to keep more of what they make. I teach and coach on sound financial principles, concepts, and strategies that use financial services products to help clients reach their goals and achieve their financial dreams.
In addition to retirement I help clients in their areas of interest such as College Planning for dependent children, Insurance (Health, Long Term Care, Disability, Life, Dental, Final Expense) Annuities that include Equity Indexed/Immediate/Roth/Traditional IRA's, Mutual Funds, Money Market and CD's
I serve Federal Employees, Postal Employees and Veterans that live or work in Los Angeles and Surrounding Counties.
Offering Advice Since
2001
Areas of Specialty
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Designations: ChFEBC
Insurance Licenses: CA
Security Licenses: 6, 63
Other Licenses, Certifications, Designations: Real Estate, Certifed Reverse Mortgage Advisor (CRMA)
Education: BS in Business Management
Associations & Affiliations: Federal Employee Association, Disabled American Veteran
Charges to Clients for Services
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Redemption fees on mutual funds or insurance products
Commissions and/or loads for investment products purchased
My Association with the Office or Firm
Independent Contractor
My Broker / Dealer Affiliation
HD Vest, a subsidary of Wells Fargo
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